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Trump-Xi Summit 2026: Fragile Trade Truce or Tactical Pause?
The May 2026 Trump-Xi summit produced a fragile trade truce with $17B in Chinese purchases, but rare earth monopolies, semiconductor wars, and Taiwan tensions remain...
Trade War
Our trade war coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
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US-China Tariff Cliff: November 2026 Scenarios Analyzed
The US-China tariff truce expires November 10, 2026, with compliance contested and the Supreme Court invalidating key tariff authorities. Analysis of re-escalation scenarios,...
Geoeconomic Confrontation: How Trade Wars Reshape Global Order 2026
Geoeconomic confrontation tops WEF Global Risks Report 2026 as US tariffs hit 10.3%, highest since 1943. Over 18,000 trade measures since 2020 fracture supply chains—65% of...
China's Critical Minerals Stranglehold: 2026 Export Controls Reshape Global Supply Chains
China's 2026 export controls on rare earths, tungsten, and antimony trigger sixfold price spikes and expose Western dependence. With 90% processing control and licensing below...
China's Critical Minerals Leverage: Export Controls Reshape Supply Chains in 2026
China's 2025-2026 export controls on rare earths, tungsten, and antimony have sent prices surging sixfold, exposing Western dependency. Over 80% of European firms rely on...
Tariff Volatility: 76% See Permanent Shift in 2026 Trade
76% of trade professionals now view U.S. tariff volatility as a permanent structural shift, per the 2026 Thomson Reuters report. 65% of firms are altering sourcing, nearshoring...